D
Aug 27 at 03:18 AM
$Apple(AAPL.US)
Apple is teasing with their latest Apple event scheduled Sep 10. Many are expecting the folding phone (at last!).
But this is the thing and I have said it many times. The money is flowing to AI and the consumers are being supported by the top 10% percentile. To be fair, most Apple consumers fall in this category so I guess they will still be ok. However Apple needs to stay relevant and in the forefront to avoid a Nokia scenario.
They are already dependent on others for the AI infrastructure but at least it saves them on the capital
cost. Now they need to translate those savings into the AI industry. I see some potential in the Mac minis and their appeal as Agentic AI bases. How they market their upcoming Mac lineups will be interesting as well as telling.
@Captain's Treasure
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.